A child buying their first car. A grandchild just starting out. A sibling needing help. When someone you care about asks you to co-sign a loan, it’s natural to want to say yes. But before you sign on the dotted line, it’s worth pausing to understand exactly what you’re committing to—and how to protect yourself in the process.
Latest Insights Article
Webinar Invitation: Learn How the SECURE Act Changes Your Retirement and Estate Planning
The SECURE Act is likely to impact everyone’s retirement and estate planning. Learn about the major changes and what strategies are available to mitigate potential problems.
A Big Decision for Seniors: Do I Stay, or Do I Go?
There’s no place like home. That’s the feeling many of us have as we age and need to consider where and how we will live as seniors. It’s not always an option, however. Read how two retirees made their (different) choices.
Resolutions or Goals? Here are 7 Ideas to Jumpstart Your Year.
By the time you read this article, 75% of people will have already given up their New Year’s resolutions. Why? Because resolutions tend to be vague. Learn why setting goals is more effective, and how these 7 ideas can jumpstart your year.
Avoid Fraud in 2020 by Writing the Complete Date
Authorities are warning about a new scam and it’s one that can easily be avoided. Read More.
What You Need to Know About the Recently Passed SECURE Act
The recently passed SECURE Act contains the most significant changes to retirement since 2006, and there’s something in it for everyone. Find out how the changes may impact you.
How to Plan After a Financial Windfall
Have you ever wondered what you would do with a big financial windfall? In addition to celebrating, there are several important things you should (and should not) do. Learn how to avoid the most common mistakes.
Thank You For Supporting Our 2019 Food Drive
Thank you to all our clients, business partners, and employees who contributed to this year’s food drive.
Year-End Tax Planning Tips for 2019
New tax laws made significant changes to Federal income taxes beginning in 2018. While there was no significant new legislation in 2019 affecting individual taxes, personal situations do change from year to year, thus requiring a fresh look at how to approach your year-end tax planning. Here are some suggestions.
How Will a Grandparent’s 529 Plan Impact Financial Aid on the FAFSA?
When setting up a 529 plan, is it best to make the intended recipient the owner, a parent, or a grandparent? Read the answer here.
How Long Does a Merchant Have to Charge My Credit Card?
You make a purchase at a store, swipe your credit card, and sign the receipt. But then you notice that the charge doesn’t appear on your credit card statement – ever. How long does the merchant have to charge you?
Why Donating Appreciated Stock and Mutual Funds may be Great Tax Strategies
Donating mutual funds and appreciated stock may be a better strategy than donating cash. But timing is everything. Here’s why.
EKS Hosts Food Drive
EKS is hosting a food drive and we need your support! Here are the items most in demand…